Documentation Index
Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt
Use this file to discover all available pages before exploring further.
April 25, 2026
Hide account and routing numbers by default
Account and routing numbers on the accounts page are now redacted by default and only shown when you click to reveal them. This reduces incidental exposure during screen shares and demos.April 24, 2026
Mail checks for vendor payments
Our dashboard lets you mail checks to vendors directly, eliminating trips to the post office and making it easy to handle payments like government fees.April 21, 2026
Disable sweeps to keep them as drafts
Collaborate on cash sweeps by disabling them and continuing to edit them until you’re ready to turn them on. All cash sweeps are active by default when published but you can disable them from the cash sweeps page to stop them from running until you’re ready.April 19, 2026
Recent transactions in the accounts and card detail pages
The card and bank account pages now list recent transactions right alongside the account info, so you can quickly find what you need without jumping over to the main transactions page.April 17, 2026
Mobile check deposits
Deposit paper checks from your phone on the move money page of the dashboard. Snap a photo of the front and back and funds are credited to your account once the check clears. A live viewfinder with edge detection helps you capture a clean image on the first try. Depositing from a desktop works too — upload a photo of the front and back of the check instead of capturing one with the camera.April 14, 2026
Cash sweeps
Set up automated transfers that run on a recurring schedule. Define rules for each sweep — including the amount, destination, days of the week, and time of day — so money is always where it needs to be without manual intervention.April 8, 2026
Dedicated provider links
Each provider now has its own URL so you can have multiple tabs open for each entity you control. The URLs look likeapp.getlemma.com/entity_123 and app.getlemma.com/entity_456. This is important for MSO-PC structures where one individual may own multiple providers and wants to bookmark direct links to specific dashboards. Read our docs to learn how to link different providers.April 5, 2026
Hold release dates
Check deposits now show when the hold is expected to release. This is visible on the transaction detail panel in the dashboard and in the API available to our partners.April 4, 2026
Payer update concierge
Our concierge team will update your banking information with payers. Visit the accounts page to request a call.March 28, 2026
Instant payments
Send money instantly with two new payment rails: Real-Time Payments (RTP) and FedNow. Both are free, settle in seconds, and are available from the move money page. Each transfer validates the recipient’s routing number to confirm the bank supports instant payments before you send.March 27, 2026
Plaid integration
Your Lemma accounts are now available through Plaid. Connect Plaid-powered apps like Venmo, QuickBooks, and other accounting software to see your Lemma balances and transactions alongside your other financial accounts.March 25, 2026
Self-serve debit cards
Issue virtual and physical debit cards on your own — no need to contact our team. Create as many virtual cards as you need. Physical cards are limited to one per person, per provider.March 23, 2026
CSV transaction export
Export transactions to CSV directly from the transactions page. Exports respect any active filters, so you can pull exactly the transactions you need for reconciliation or accounting.Referral program
Refer another provider to Lemma and you’ll each receive $250 when they get their first patient or insurance payment!March 21, 2026
Foreign currency
Card transactions made in a foreign currency now show the original presentment amount alongside the settled total.March 19, 2026
Multi-factor authentication
Secure your account with authenticator apps or SMS verification. Setup takes under a minute.March 16, 2026
Card spending controls
Set per-transaction spending limits on card transactions. Transactions that exceed your policy are declined at the point of sale.March 13, 2026
Check mailing
Send physical checks directly from Lemma. Enter a recipient, amount, and mailing address. Lemma prints and mails the check with your practice’s name and address as the payer. Useful for vendors that don’t accept electronic payments.March 9, 2026
Account verification letters
Generate and download official account verification letters issued by our banking partners. Useful for credentialing, payer enrollment, or proving account ownership to third parties.Void check downloads
Download a void check PDF for any account. Helpful when a payer or payroll provider requires a voided check to set up ACH deposits.Real-time transactions
Posted transactions now appear within 5 seconds, down from an average of 30 seconds.March 7, 2026
Settlement instruction PDFs
Download settlement instruction documents for any account. Settlement instructions include your account’s routing number, account number, and payee details. Hand these to payers or billing companies to route payments correctly.March 5, 2026
Cross-entity internal transfers
Move funds between any of your Lemma accounts instantly, including across different legal entities. Ideal for MSO structures where a management company needs to allocate funds to individual provider accounts. The transfer form shows full provider context on the review step so you always know where money is going.March 4, 2026
Team management and role-based access
Invite team members via email link with role-based permissions. Owners can create recipients, open accounts, and send money. Read-only users get full visibility without the ability to initiate transfers, ideal for billing staff or accountants who need to monitor activity.February 27, 2026